Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
8.72%
6 Months
5.86%
28.59%
1 Year
18.36%
28.02%
3 Years
18.72%
18.67%
5 Years
—
17.18%
Since Inception
18.90%
20.03%
Fund Age
3 yrs
5 yrs 4 mo
AUM
₹750.57 Cr
₹221.27 Cr
Alpha – 1 Year
13.64%
28.37%
Alpha – 3 Years
6.63%
9.68%
Information Ratio – 3 Years
0.54
0.87
Volatility – 1 Year
20.46%
22.32%
Volatility – 3 Years
21.62%
17.88%
Beta – 1 Year
1.00
1.03
Beta – 3 Years
1.18
0.95
Sharpe Ratio – 1 Year
0.66
0.99
Sharpe Ratio – 3 Years
0.66
0.81
Worst Rolling Year
18.50%
13.69%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−29.06%
−20.50%
Recovery Period
394 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –